DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Advisor moves
Arrivals at New Republic Partners
A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Cort Alan Haber | Haber Investment Counsel independent RIA | New Republic Partners other | Other | Dec 31, 2022 | Nov 6, 2022 |
| Christopher Brett Scott | Haber Investment Counsel independent RIA | New Republic Partners other | Other | Dec 31, 2022 | Nov 28, 2022 |
| Lee Guy Tiller | LPL Financial LLC independent RIA | New Republic Partners other | Other | Dec 12, 2022 | Dec 6, 2022 |
| Zelle Reams Dunn | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | New Republic Partners other | Other | Aug 24, 2022 | Aug 30, 2022 |
| Matthew David Favreau | Wells Fargo Advisors wirehouse | New Republic Partners no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Feb 8, 2021 | Feb 15, 2021 |
| Addison Beatty Dascombe | Aj Wealth independent RIA | New Republic Partners other | Other | Jun 1, 2018 | Sep 1, 2021 (1188 d) |
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6 moves match.